Weave your data to improve client and business outcomes.
Management Information for your firm
Capture and share the big picture of your business, with key business metrics at your fingertips:
Assets under management
Net Inflows
Business valuation
Turn insight into action to make better decisions and strengthen compliance.
Smarter insights for advisers
Remove complexity and bring clarity with intuitive tools and ready-to-use insights that:
Ensure better client outcomes
Provide confidence in your data
Improve data quality
Turning raw data into real opportunity - spend less time wrangling data and more time growing your business.
Forecast your firm's future
Model tomorrow, today
Visualise your firm’s future and evidence its value with confidence. Whether scaling up or preparing for sale, our Revenue Projection Tool reveals the medium to long-term impact of:
- Client growth and change
- Adjustments to fee structures
- Revenue and EBITDA projections
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Pricing options
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